Elevation Wealth Partners’s Avantis Responsible International Equity ETF AVSD Stock Holding History

Elevation Wealth Partners’s Portfolio AVSD Stock Details AVSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$28.4K	Sell	355 -121	-25%	-$9.55K	0.01%	474
2026 Q1	$35K	Buy	476 +1	+0.2%	+$77	0.01%	287
2025 Q4	$35.3K	Buy	475 +3	+0.6%	+$217	0.01%	283
2025 Q3	$33.8K	Buy	472 +9	+2%	+$623	0.01%	280
2025 Q2	$31.3K	Buy	463 +6	+1%	+$382	0.01%	284
2025 Q1	$27.4K	Buy	+457	New	+$27K	0.01%	287
2024 Q4	–	Sell	-453	Closed	-$27.4K	–	503
2024 Q3	$27.4K	Hold	453	–	–	0.01%	276
2024 Q2	$25.1K	Buy	453 +6	+1%	+$339	0.01%	272
2024 Q1	$25.4K	Buy	447 +4	+0.9%	+$218	0.01%	279
2023 Q4	$21.7K	Hold	443	–	–	0.01%	276
2023 Q3	$21.7K	Buy	443 +205	+86%	+$10.4K	0.02%	205
2023 Q2	$12.2K	Buy	238 +1	+0.4%	+$51	0.01%	237
2023 Q1	$12K	Buy	+237	New	+$11.8K	0.01%	250

Other funds holding AVSD

HFA

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

FDS

Freedom Day Solutions Houston, Texas $452M AUM 24.78% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

NCM

Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return

TWA

Trellis Wealth Advisors San Luis Obispo, California $291M AUM 20.63% 1-Year Est. Return

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

HNWA

Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return

Vestment Financial Chanhassen, Minnesota $223M AUM 19.41% 1-Year Est. Return

Elevation Wealth Partners's AVSD Position: Q2 2026 in Review

Elevation Wealth Partners reduced its Avantis Responsible International Equity ETF (AVSD) stake by 25% in Q2 2026, selling an estimated $9.55K and leaving 355 shares worth $28.4K. The position accounts for 0.01% of the portfolio, ranked #474.

Elevation Wealth Partners first reported a position in AVSD in Q1 2023 and has held it in 13 quarters since. The position peaked at $35.3K in Q4 2025. 37 funds tracked by Wall St. Rank hold AVSD as of Q2 2026.

Elevation Wealth Partners held 355 shares of Avantis Responsible International Equity ETF worth $28.4K as of Q2 2026.
Elevation Wealth Partners sold 121 Avantis Responsible International Equity ETF shares in Q2 2026, an estimated $9.55K.
Avantis Responsible International Equity ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #474 holding.
Elevation Wealth Partners first reported a position in Avantis Responsible International Equity ETF in Q1 2023 and has held it in 13 quarters since.
Elevation Wealth Partners's Avantis Responsible International Equity ETF position peaked at $35.3K in Q4 2025.
37 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.